+169.3%
KEY vs PNC
+268.7%
-99.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.8% |
| 7D | -0.3% | -0.7% | +0.4% | +0.5% |
| 30D | -3.3% | -4.4% | +1.1% | +1.8% |
| 3M | -0.7% | +4.5% | -5.2% | -5.8% |
| 6M | +12.5% | +19.1% | -6.5% | -8.3% |
| YTD | +8.4% | +18.0% | -9.6% | -11.0% |
| 1Y | +18.4% | +24.1% | -5.6% | -8.3% |
| 3Y | +123.3% | +130.0% | -6.7% | -15.0% |
| 5Y | +38.8% | +50.4% | -11.6% | -12.1% |
| 10Y | +169.3% | +271.3% | -102.0% | -35.9% |
| All | +169.3% | +268.7% | -99.4% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling